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Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
726
Balyasny Asset Management
Illinois
$347K +$353K +9,570 New
WP
727
WealthSource Partners
California
$346K +$352K +9,528 New
ZCA
728
Zeke Capital Advisors
Pennsylvania
$344K +$349K +9,459 New
ANBT
729
American National Bank & Trust
Texas
$343K -$1.44M -38,990 -80%
FFM
730
Forum Financial Management
Illinois
$342K +$74.6K +2,020 +27%
QI
731
Qtron Investments
Massachusetts
$342K +$347K +9,409 New
BFA
732
Brendel Financial Advisors
New Hampshire
$342K +$348K +9,432 New
ECM
733
Estabrook Capital Management
New York
$341K -$5.54K -150 -2%
JIP
734
Jaffetilchin Investment Partners
Florida
$341K +$352K +9,527 New
IWC
735
Integrated Wealth Concepts
Massachusetts
$340K -$30.8K -833 -8%
OC
736
Oakworth Capital
Alabama
$340K – – –
TC
737
Towle & Co
Colorado
$340K +$346K +9,380 New
BAM
738
Belpointe Asset Management
Nevada
$339K -$77.7K -2,103 -18%
WB
739
WesBanco Bank
West Virginia
$339K +$18.9K +512 +6%
EFS
740
Essex Financial Services
Connecticut
$337K +$2.29K +62 +0.7%
SWM
741
Spire Wealth Management
Virginia
$333K -$31.5K -852 -8%
BWM
742
BigSur Wealth Management
Florida
$333K – – –
TCPWM
743
Traverso Chambers Private Wealth Management
California
$333K – – –
FMAEN1
744
Fund Management at Engine No 1
California
$333K +$339K +9,167 New
PFM
745
Phillips Financial Management
Indiana
$333K +$339K +9,167 New
PT
746
Plimoth Trust
Massachusetts
$331K -$19K -515 -5%
CPO
747
Cerity Partners OCIO
New York
$330K -$660K -17,870 -66%
NDSI
748
Newman Dignan & Sheerar Inc
Rhode Island
$330K -$24.4K -662 -7%
HC
749
HNP Capital
New York
$329K – – –
VRM
750
Vectors Research Management
New York
$329K – – –